LifePlan Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
6,260
-159
| -2% | -$18.5K | 0.36% | 61 |
|
|
2025
Q1 | $657K | Buy |
6,419
+1,037
| +19% | +$106K | 0.38% | 62 |
|
|
2024
Q4 | $593K | Buy |
5,382
+1,253
| +30% | +$138K | 0.37% | 56 |
|
|
2024
Q3 | $449K | Sell |
4,129
-459
| -10% | -$49.9K | 0.29% | 60 |
|
|
2024
Q2 | $476K | Sell |
4,588
-177
| -4% | -$18.4K | 0.34% | 55 |
|
|
2024
Q1 | $480K | Buy |
4,765
+7
| +0.1% | +$706 | 0.38% | 51 |
|
|
2023
Q4 | $433K | Buy |
4,758
+998
| +27% | +$90.9K | 0.4% | 46 |
|
|
2023
Q3 | $306K | Sell |
3,760
-464
| -11% | -$37.8K | 0.33% | 51 |
|
|
2023
Q2 | $356K | Buy |
+4,224
| New | +$356K | 0.4% | 40 |
|